+358.7%
ALAB vs SU
+106.6%
+252.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.2% | -5.3% |
| 7D | +0.6% | +1.7% | -1.1% | -0.1% |
| 30D | -8.8% | +9.6% | -18.4% | -12.6% |
| 3M | -14.0% | +11.7% | -25.7% | -18.7% |
| 6M | +144.3% | +21.9% | +122.4% | +114.2% |
| YTD | +71.0% | +58.6% | +12.4% | +25.8% |
| 1Y | +23.5% | +66.5% | -43.0% | -12.0% |
| All | +358.7% | +106.6% | +252.1% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling